The agenda for the NW Summit for Financial Professionals will be updated as new speakers are confirmed.
Join industry peers prior to the conference to network and enjoy a continental breakfast. Welcome comments and educational sessions will immediately follow.
General Session 1
General Session 2
Concurrent Session 1
Session Objectives:
How the Concentration of Wealth and Power Threatens the Post-Pandemic World Economy
The biggest are getting even bigger. As the coronavirus pandemic ravages the global economy, middle class workers and small businesses are losing out to powerful and politically connected elites.
But this isn’t new. Technological changes, low interest rates, government bailouts, and a growing thicket of regulations have enabled the rise of a winner-takes-all economy over the last two decades - and the consequences are beginning to make themselves felt.
In this session, we will discuss how weak growth, rising debt, social unrest and trade wars are rooted in the way modern societies distribute wealth and power - and how, through advancing the interests of elites over those of workers, leaders have unleashed forces that will shake the political landscape, distort financial markets and reshape the post-pandemic global economy in the years to come.
General Session 3
Concurrent Session 2
Concurrent Session 3
“I can’t be strategic because I haven’t automated, and I can’t automate because I don’t have the time or resources.” Does this describe the environment you are living in today? If so, you are not alone…
Join us for a panel discussion on emerging technologies and how they are changing the face of financial services. In this session, you will hear from your peers and industry subject matter experts on how they are addressing the way these changes are shaping their interaction with customers, suppliers and the bank. Additionally, they will share highly actionable learnings from their experience to address financial automation and can create momentum to tackle your strategic initiatives for digital transformation.
We will discuss topics that include lower costs and less resource intensive technologies such as RPA and APIs, where your organization can gain some quick wins, both freeing up time and starting to cultivate a data-centric mindset. These experiences and project successes are the foundation for adding on strategic projects using emerging tech like Big Data and AI.
Hitachi Vantara’s Case Study in Creating an Efficient Structure and Future Proofing Treasury
Hear from the Senior Treasury Manager at Hitachi Vantara, a US based subsidiary of Hitachi Limited, how the Treasury team set out to optimize cash and liquidity to better support its evolving and growing business needs. Hitachi Vantara’s objectives included the implementation of a multi-currency notional pooling structure, rationalizing bank partners, and automating back-end processes. The ultimate solution had to interface with STP of all payment files and enable automated reconciliation into their existing ERP system. The project took multiple years and involved a cross functional team of stakeholders working towards a common goal. Now that their cash management structure is optimized they are embarking on implementing Virtual Accounts which represents the next phase of evolution for the structure that was implemented. Attendees will hear about the benefits of the project and lessons learned from this massive undertaking.
General Session 4